Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,546 | $154,228-94.5% | $145,433-94.1% | $137,256-93.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 37.33% | 74.59%-37.3pp | 66.58%-29.2pp | 220.34%-183.0pp |
| Employer contribution / active EE | $626 | $4,804-87.0% | $4,554-86.2% | $4,156-84.9% |
| Participant deferral / active EE | $9,651 | $8,216+17.5% | $7,897+22.2% | $6,407+50.6% |
| Admin fee / account holder | $678 | $14,344-95.3% | $13,129-94.8% | $12,270-94.5% |